Preparing For Financial A̶p̶o̶c̶a̶l̶y̶p̶s̶e̶ ̶Prosperity

Preparing For Financial A̶p̶o̶c̶a̶l̶y̶p̶s̶e̶ ̶Prosperity

Escalation of our trade war with China. Yield curve inversion. Negative interest rates around the world. Stock sales by corporate insiders. Fears of a recession. There is no shortage of fear and scare tactics being doled out by the financial news media these days. You'd be hard pressed to find an article with a shred [...]
Are Marijuana Stocks Set To Make A Comeback?

Are Marijuana Stocks Set To Make A Comeback?

The larger cap marijuana stocks have been on the hot mess express since early this spring. The ETFMG Alternative Harvest ETF ($MJ) started off the year smoking (hehehe) but have come all the way back in to levels not seen since January. However, a near term bottom may be working itself out here and I [...]
IHS Markit Provides An Interesting Opportunity

IHS Markit Provides An Interesting Opportunity

I am planning an entry into IHS Markit ($INFO) early this week as it satisfies all I look for in an investment opportunity. Let's take a moment to go over which factors I look for when planning to take on new risk in the form of a longer term stock holding, both on a fundamental [...]
The Bears Have My Attention

The Bears Have My Attention

When a historically significant signal of a looming recession flashes, it is our job to pay attention. The signal I am speaking about is of course the inversion of the yield curve. In normal circumstances when you lend someone your money, you would expect that the longer you lend it to them, the more interest [...]
Relative Strength

Relative Strength

Global equity markets fell hard yesterday on the back of the Chinese Central Bank devaluing their currency amid escalating trade tensions. No matter what the reason, days like yesterday serve as a reminder that these things happen in markets. While not routine, the sell off yesterday was far from rare. I will spare you the [...]